-29.8%
HURA vs VT
+15.2%
-45.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | -1.4% |
| 7D | -13.6% | -0.3% | -13.3% | -12.6% |
| 30D | -8.0% | -1.4% | -6.6% | -3.5% |
| 3M | -17.7% | -1.4% | -16.3% | -14.2% |
| 6M | -19.6% | +5.5% | -25.1% | -34.6% |
| YTD | +127.2% | +12.8% | +114.4% | +52.7% |
| 1Y | -29.8% | +15.4% | -45.2% | -57.2% |
| All | -29.8% | +15.2% | -45.0% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling